Likelihood to Recommend For small and medium business in the distribution and light manufacturing space, Sage 100 is probably the best bang for your buck. As a very scaleable system, you can modify the system to meet the needs of a growing business without making gross changes to the core of the system
Read full review If using other cloud applications and you wish to create Zoho Books transactions via APIs, Zoho Books is great. The overall UI and flow of the application are great. If you need a detailed job cost accounting solution and robust reporting there is some room for improvement here.
Read full review Pros Simple to implement and use. Operation very intuitive so new employees are quickly trained. It is very flexible with many modules and many features allows for easy customization to suit particular needs of any department or company. Context sensitive help, training and support make it easy for a company to operate with out a lot of additional outside tech support. Scalable plenty of room to grow as the business grows without being bloated. Pricing is very reasonable. Read full review Zoho Books invoicing and receipting features are second to none. We find it easy to quickly invoice clients and add items to their bills and also for our own receipting internally. The accounting features are great for our accounting team to be able to see where we are financially and how the business is doing. The ability to add contacts and run a mini CRM channel with clients within Zoho is invaluable. Since we use this in conjunction with our other CRM channels, it helps to have a centralized place to follow up and see through a sales funnel. Zoho Books allows us to take payments from clients around the globe a feature we didn't have when we used another accounting system. The pricing for Zoho Books is fairly reasonable for an SME organization which is a great for us as it pays itself back many times over every month. Read full review Cons It's painfully slow even for mid-sized businesses like ours without millions of transactions. It crashes very, very often and has numerous critical failures. Unfortunately, it's a local program so that excludes it from being used remotely. You have to be on site for it to work. Read full review Zoho Books is only available in Texas and California. There is no integration allowed for paying employee expenses. The absolute worst aspect is the fact that if you make even the slightest error in data input there is no backing up. You cannot undo an error. The system does not allow change once implemented, so you must get every one of your beginning balances perfect. The practice of Journal Entries is cumbersome. When reconciling, Zoho Books has adopted a number of required steps that significantly overcomplicate reconciliation using practices that are not consistent with general accounting principles in the US. On the customer side, you must look in two places to see the beginning balance and the current receivables that might exist for current invoicing. The way the system works, you must avoid having much trust with the balances depicted. So far, it appears that Zoho Books uses what we called in school "that new math." It would be terrifying to rely on this bookkeeping system to support an IRS Audit. The system violates too many fundamental accounting principles. The software is used by so few people that there is concern that we might never find a skilled bookkeeper. Read full review Likelihood to Renew I would put this out to bid, if I were at the same organization. There have been a lot of improvements and changes in enterprise software and my preference would be to find a good web-based or cloud-based tool. Lower overall cost of ownership and improved efficiency would be my target criteria for a rebid of this.
Read full review Usability It is easy, flexible, user friendly and feature laden. Out of the box or easily customized to meet our "wish" list . Sage offers a variety of modules and bolt-ons, user defined fields etc., allowing us to conduct business "our way" without forcing us into a one-size- fits- none mold or having to purchase expensive and cumbersome programming modifications
Read full review Customization is the biggest struggle for us and most of the time we need to involve a tech person. The chat support is a great feature and very helpful. It would be great to be able to customize and create invoices and correspondence (templates) such are reminders in multiple languages within one organization. The currency (USD) would be the same. We have clients in different countries that don't speak English but pay in USD.
Read full review Support Rating Sage Support is very good. I usually get a person on the phone in a short time frame and usually get my issues fixed in one called.
Read full review The support team feels very disjointed. We have filtered through a number of "lead" contacts and are frequently spammed by other Zoho members. Once getting an appropriate support contact on the phone - the team is very helpful, it just takes a lot of hoop jumping to get there. We actually unsubscribed from their support package as we were not getting the value we were looking for.
Read full review Implementation Rating We had an advantage in implementing the tool in that our director of Ops had been part of the team implementing the ERP for other users so we knew what to expect and were able to avoid a lot of the challenges people sometimes face with implementations. However, the process still took far longer than desired.
Read full review Alternatives Considered I've reviewed Accpac, Syspro, SAP Business 1 and Platinum. Sage is far easier to use and setup than Syspro and SAP Business 1. Generally speaking, most accounting software does the same thing, at the end of the day, how easy is it to modify data inside the system and review to make sure that your system integrity is intact. I find that Sage 100 is excellent at these things.
Read full review We had a lot of problems with
Exact Online , support-wise and price-wise. So Zoho Books wins on every point there. While Exact offers way more options, it tends to be really slow... and complex. Again Zoho Books wins. If you want an easy-to-use tool and not pay a lot of money, or if you are a small administration office with a few clients, this tool will be perfect for you.
Read full review Return on Investment We have seen increased efficiencies for our team members processing orders and fulfillment as they are now integrated. We have cut paper/printing/mail expenses by 500% of what we previously spent. Our overall cash management has improved with the visibility from Bank Reconciliation and Financial Reporting. Read full review Integration: Zoho Books offers out of the box integrations to extend the functionality and connect with the applications you love like MailChimp, Microsoft Outlook, PandaDoc, and Quickbooks, etc. Flexibility makes Zoho Books great! Since I can use forecast reports, I can create customizable sales forecast data from the dashboard to accurately measure revenue forecasts and establish sales quotas. Read full review ScreenShots Sage 100cloud Screenshots